Who we work
with

Owner-managed businesses are the backbone of the UK economy. Whether you are building a family business, scaling operations or preparing for succession, having trusted advisers by your side can make a significant difference.

We help owner-managed businesses with:

• Annual accounts and compliance
• Corporation tax planning
• Business growth strategies
• Cash flow management
• Management reporting
• Succession planning
• Exit planning
• Shareholder and director tax planning
• Audit
• Business funding, including grant advisory
• Payroll and employment taxes
• VAT advisory and compliance
• Business acquisitions and disposals

Our proactive approach helps business owners focus on growth while ensuring their financial affairs remain efficient and compliant.

Our private client team works with individuals, families, entrepreneurs, company directors and high-net-worth individuals to help manage, protect and grow personal wealth.

As personal tax legislation becomes increasingly complex, proactive advice can help ensure your affairs remain structured efficiently while supporting your long-term financial objectives.

We provide specialist advice in areas including:

• Personal tax planning
• Self-assessment tax returns
• Capital Gains Tax planning
• Inheritance Tax planning
• Trust and estate planning
• Wealth preservation strategies
• Property tax advice
• Family succession planning
• Tax-efficient investment structures
• Retirement and pension planning support

Whether you are managing personal investments, preparing for retirement, selling a business or planning how wealth will pass to future generations, our experienced advisers provide practical guidance tailored to your individual circumstances.

Operating as a listed company brings additional regulatory, governance and reporting requirements. Our experienced team understands the challenges faced by publicly listed businesses and provides specialist support to management teams and boards.

Our services include:

• Statutory reporting
• Financial compliance support
• Corporate tax planning
• Management reporting
• Forecasting and budgeting
• Audit preparation support
• Business acquisitions and disposals
• Strategic advisory services

We work closely with AIM-listed businesses to provide financial clarity and support informed decision-making.

International businesses operating in the UK face a complex regulatory and tax environment. We provide specialist support to UK subsidiaries of overseas parent companies, helping ensure compliance while delivering clear financial reporting.

Our expertise includes:

• UK statutory accounts
• Corporation tax compliance
• Transfer pricing support
• Payroll and employment taxes
• VAT compliance
• Management reporting
• Group reporting requirements
• Cross-border tax considerations
• Audit
• VAT advisory and compliance (just adding in advisory to what is already there)
• Business acquisitions and disposals
• Business funding, including grant advisory

We act as a trusted adviser for UK management teams and overseas stakeholders, providing responsive support and local expertise.

High-growth businesses backed by venture capital require specialist financial support at every stage of their journey. From early-stage investment through to scale-up and eventual exit, we provide advice designed to support ambitious growth plans.

Our services include:

• Financial modelling
• Forecasting and budgeting
• Investor reporting
• Management information
• R&D tax relief claims
• Share option schemes
• Fundraising support
• Exit and transaction planning

We work alongside founders, management teams and investors to help businesses achieve their strategic objectives.

Not for profit organisations operate in a complex and evolving environment, balancing financial sustainability with the delivery of their mission. We provide specialist advice and support to charities, educational institutions, RFCAs, credit unions and other purpose-driven organisations.

Our services include:

• Statutory accounts preparation and audit
• Governance and regulatory compliance
• Budgeting and forecasting
• Management information and reporting
• Internal controls and risk management
• Grant funding and reporting support
• VAT and tax advisory services
• Strategic planning and financial sustainability reviews

We work closely with trustees, boards, senior leadership teams and finance functions to help organisations achieve their objectives, demonstrate accountability and maximise their impact.

While compliance remains important, our role extends far beyond preparing accounts and tax returns. We help clients:

• Improve profitability
• Protect and grow wealth
• Strengthen cash flow
• Secure funding
• Manage risk
• Plan for growth
• Prepare for succession
• Navigate acquisitions and disposals
• Maximise shareholder value
• Create tax-efficient structures

By combining technical expertise with commercial insight, we provide practical advice that supports better business and personal financial outcomes.

Personal and Commercial Expertise

Our advisers understand both business and personal financial matters, enabling us to provide joined-up advice that considers the complete picture.

Proactive Advice

We focus on identifying opportunities, reducing risk and helping clients achieve their long-term objectives.

Long-Term Relationships

Many of our client relationships span generations. We work closely with clients to become trusted advisers throughout every stage of their business and personal financial journey.

Comprehensive Support

Our services include:

• Accounts and audit support
• Corporate tax planning
• Personal tax planning
• Payroll services
• VAT advice
• Corporate finance
• Wealth preservation strategies
• Succession planning
• Strategic business advisory